SalesPop

MAY 7, 2021

We’ve thoroughly covered many factors of account planning, such as setting goals and targets. But at the end of the day, account planning naturally evolves into creating a project, which falls into the realm of project management. These documents must be accessible for anyone looking into or involved in the project.

Account Management 98

Account Management Management Innovation Account Planning 98

Arpedio

OCTOBER 11, 2021

Define the role of your KAMs or SAMs as leaders in your business SAMA offers a vital community to accelerate KAM programs It’s Strategic Account PlannING, not Account Plan Digital has permanently transformed the KAM role. The mindset shift from account plans to account planning is essential.

Key Account Management 98

Key Account Management Account Management Co-Creation Management 98

Hubspot Sales

JULY 22, 2020

But, sales professionals cannot rely on cold calls and haphazard prospect visits if they want to meet their sales goals and make it into the top 10%. In reality, sales professionals and managers need to have access to the best available sales planning tools to help them boost sales productivity and close more and bigger deals.

Account Planning 115

Account Planning Sales CRM Prioritization 115

Arpedio

OCTOBER 17, 2023

Account management software tools Account Management Software ← Back to blog Account management software solutions have transformed the way businesses handle their account planning and client interactions. Data-driven decision-making is key to maximizing the effectiveness of account management efforts.

Account Management 52

Account Management Software Software Management 52

Hubspot Sales

SEPTEMBER 16, 2020

To others still, it means a key account plan. Incorporating defined processes can make it easier to measure, manage, and coach salespeople. Is this individual the appropriate decision-maker for this purchase? Account Management. What plan of action will keep the relationship healthy and profitable?

Account Management 128

Account Management Sales Account Planning CRM 128

ProlifIQ

FEBRUARY 3, 2023

They shared how they’re structuring their teams, how their reps are being positioned to grow their largest accounts and the strategy they’re using to win more enterprise deals. Identifying The Right Accounts Account planning isn’t new, teams have done it for decades. Use CRM data to find the best accounts to grow.

Account Planning 52

Account Planning Stakeholders Decision-making Sales 52

Arpedio

JANUARY 4, 2024

Prepare to unlock the intricacies of account mapping and embark on a path to unmatched sales proficiency. Understanding the Fundamentals of Account Mapping The concept of account mapping basics may seem daunting at first, but it is essential for strategic account planning and overall sales enablement.

B2B 52

B2B Sales Decision-making CRM 52

SBI

JULY 1, 2020

The Revegy Customer Optimization Wheel outlines the common practices we have identified that make leading companies successful at securing bigger deals over shorter sales cycles with more predictability. To uncover hidden revenue in your key accounts, focus on these 5 strategies that great companies get right.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

Arpedio

MARCH 26, 2024

It is the crucial period during which potential leads are identified, qualified, and nurtured before they are ready to make a purchasing decision. Education: Provide valuable insights, information, and resources that help potential customers make informed decisions and understand the benefits of the proposed solution.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

ProlifIQ

FEBRUARY 23, 2023

Generally, decision-makers aren’t aware of specific challenges and it’s helpful to bring fresh perspectives and input. This is great feedback to gather from individual contributors and bring with you to decision-makers. Keys to Success: Make sure to explain why you’re asking this question.

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

ProlifIQ

APRIL 5, 2023

Account Planning Best Practices Sales account planning is a critical aspect of any business that seeks to manage its customers effectively and generate more revenue. An action plan that outlines the sales account planning process is crucial for any company that wants to succeed.

Account Planning 52

Account Planning Value Proposition Account Management Key Account Management 52

Jermaine Edwards

NOVEMBER 25, 2021

Almost every business on the planet has been compelled to make adjustments, and in most cases transform the way they relate to their customers from an entirely virtual environment. A plan provides clarity and buy-in to what you want to achieve as you’ve spent time considering what’s important to your customer. Trust goes a long way.

Stakeholders 130

Stakeholders Decision-making Shareholders Key Account Management 130

ProlifIQ

MAY 4, 2023

Operations, strategic account management teams, and sales should work together to analyze and identify the accounts that are most likely to spend more with your business. Are you documenting upsell potential in your CRM? This information can be obtained from the company’s CRM or sales process.

Stakeholders 52

Stakeholders Account Management CRM Key Account Management 52

PandaDoc

APRIL 21, 2023

Successfully managing key accounts also encourages clients to talk about your company, and you can count on them to boast about the positives of their partnership with you. With KAM, you’ll make your key accounts feel that you’re fully invested in their success, and they’ll reciprocate by recommending you to their peers.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

SBI

JANUARY 9, 2018

This is especially true for sales people who manage a large book of business and large product portfolios: the larger their account or product list, the larger the data sets to review and report on, and the less time they have to focus on growing and retaining every customer account. If so, where and how?

B2B 55

B2B Artificial Intelligence Account Planning Sales 55

Arpedio

NOVEMBER 7, 2022

Who are the financial decision makers? So if you can’t reach this person directly, make sure you get all the information about their priorities, goals, expectations, etc. So if you can’t reach this person directly, make sure you get all the information about their priorities, goals, expectations, etc. Decision Criteria.

e-Learning 52

e-Learning Decision-making B2B Sales 52

Arpedio

NOVEMBER 7, 2022

Who are the financial decision makers? So if you can’t reach this person directly, make sure you get all the information about their priorities, goals, expectations, etc. So if you can’t reach this person directly, make sure you get all the information about their priorities, goals, expectations, etc. Decision Criteria.

e-Learning 52

e-Learning Decision-making B2B Sales 52

Account Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. Jenny 06:11.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Arpedio

JANUARY 26, 2022

It serves as a great KAM (Key Account Management) tool as it gives KAMs, Sales reps, as well as Management the insights to make the right strategic decisions on how to move forward and keep growing key accounts. And to discover White Space, White Space Analysis is the way to go.

Account Management 52

Account Management B2B Key Account Management Co-Creation 52

Arpedio

JANUARY 26, 2022

It serves as a great KAM (Key Account Management) tool as it gives KAMs, Sales reps, as well as Management the insights to make the right strategic decisions on how to move forward and keep growing key accounts. And to discover White Space, White Space Analysis is the way to go.

Account Management 52

Account Management B2B Key Account Management Co-Creation 52

Account Manager Tips

SEPTEMBER 29, 2020

1) Sales Intelligence: LinkedIn Sales Navigator (2) Appointment scheduling: Arrangr (3) Sales automation & engagement: Salesmate.io (4) Database: Airtable (5) Note taking: Milanote (6) Task Management: Todoist (7) Document Management: Bit.ai Ask your clients to bookmark the page in case they want to make an appointment with you.

Key Account Management 130

Key Account Management Account Management Management Meetings 130

ProlifIQ

MAY 17, 2024

Core Facets Of Key Account Management In Life Sciences Managing relationships and building strategic plans to grow revenue across complex accounts is a part of day-today life for anybody in sales, marketing, or account management in the Life Sciences space. Dashboards make this data easily accessible and actionable.

Key Account Management 52

Key Account Management Account Management Management Procurement 52

Mike Kunkle

MAY 11, 2022

Understanding general buyer personas and buyers’ journey or buying processes, including challenges, opportunities, impacts, needs, objectives, priorities (COIN-OP), decision process, decision criteria, decision roles, desired outcomes with metrics and measures, and consideration of both the decision makers’ business and personal needs.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

Upland

JULY 10, 2023

And it certainly doesn’t help you understand the key challenges your contacts within accounts face, or their motivations. Altify Insights, meanwhile, helps you i dentify key decision-makers and business problems, enables greater visibility, and creates strategic opportunity plans to guide sellers toward closing.

Decision-making 195

Decision-making B2B Account Planning Software 195

SBI

APRIL 4, 2018

Sales managers use the output from the tools to shift the emphasis of their interventions towards coaching, and business leaders have detailed data at their fingertips to inform decision making. For many companies the lack of forecast accuracy is hampered by low predictability and consistency in their pipeline decisions.

B2B 20

B2B Sales Decision-making Account Planning 20

Arpedio

OCTOBER 30, 2023

On a recent episode of the “Thoughts on Selling” podcast, host Lee Levitt sat down with Ulrik Monberg, CEO of ARPEDIO, to delve deep into the realm of account-based selling. In this episode, Lee interviews Ulrik Monberg , Founder and CEO of ARPEDIO, to explore the keys to success in Account-Based Selling.

Co-Creation 52

Co-Creation Account Planning Artificial Intelligence Leadership 52

Upland

SEPTEMBER 29, 2023

Stakeholder mapping in sales is the process of mapping out key decision makers within the buying group of the account you are looking to do business with. Prioritizing finding people with influence within an account will help you earn support and avoid being blindsided by an unknown detractor. What are their motivations?

Stakeholders 195

Stakeholders Sales Decision-making Internet 195

Quip

NOVEMBER 17, 2020

Companies are placing special importance on sales teams’ operational efficiency, data-driven decision-making, and collaboration. Salesforce is the #1 CRM for a reason – it helps your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere. Account transitions.

Stakeholders 52

Stakeholders Account Planning Decision-making Sales 52

ProlifIQ

FEBRUARY 14, 2023

Building plans for deals that are your average deal size or larger will help complement the investment in consistent evaluation of your team’s pipeline. When we think about an opportunity in CRM, most teams think of deals. A large part of that is documenting the buying path, leveraging your internal supporters, and more.

Management 52

Management Prioritization Stakeholders CRM 52

DemandFarm

AUGUST 31, 2023

Addressing Challenges in Account Planning and Governance Organizations frequently struggle with account planning and governance – a crucial process that requires strategic plans for customer account management. There is a need for a cohesive approach to account planning.

Key Account Management 52

Key Account Management Account Management Customer Success Management 52

SBI

APRIL 16, 2018

TechTarget Priority Engine : Fully integrated with major CRM and Marketing Automation Platforms, Priority Engine is a SaaS-Based solution that provides direct, real-time access to ranked accounds AND named prospects actively researching purchases in specific technology categories. View the guide here. Who to Sell to & Why. How to Close.

Digital Transformation 11

Digital Transformation Onboarding Sales Digitalization 11

Mercuri International

MAY 23, 2023

However, while it’s tempting to debate the full breadth of philosophical and ethical issues that AI — particularly generative AI — raises, it’s also useful to look at it at a more pragmatic level and ask, “What exactly can it do for my job, and what changes do I need to make to the way I think, if I’m going to benefit?” Social listening.

Artificial Intelligence 52

Artificial Intelligence Value Proposition Account Management Co-Creation 52

Arpedio

NOVEMBER 6, 2023

So, fasten your seatbelts and get ready for an exciting journey into the future of account-based selling! Here’s the trends you need to keep an eye out for: AI and data-driven decision-making One of the most exciting developments in account-based selling is the integration of artificial intelligence (AI) and data analytics.

Artificial Intelligence 52

Artificial Intelligence Decision-making Client Relationships Media 52

Account Manager Tips

JULY 9, 2020

A detailed list of all the activities you need to do to get settled into your new account management role, grouped into 30 day periods. You never get a second chance to make a first impression. A 90 day plan will make sure you get the kind of results that leave no doubt in anyone's mind they made the right decision to hire you.

Account Management 130

Account Management Management Key Account Management Stakeholders 130

SBI

JULY 21, 2020

Develop an account-based marketing plan that sales and marketing agree upon but, be agile to changing needs of key individual accounts. Account-based marketing plans will look to data to help formulate the accounts that are potentially soon to be in-market for your products. Don’t be distracted by this.

Sales 56

Sales Retail Marketing B2B 56